Creative Freelancer

This Notion dashboard is specialized for freelancing consultants who work with clients, projects, project milestones, tasks, and invoicing.

It comes with the following databases, all connected and present relevant, helpful data to keep you on track with project priorities.

- Clients - manage your customer relationships in this database; contact info, client preferences, the projects they own, and more.
- Meetings - like a mini-CRM, use this database to prepare for and document your client interactions, organized by project.
- Projects - the juicy part of this tool: Projects are connected to all the databases. It even has its own dashboard template to help you track and execute!
- Milestones - used as both an organizational label, or a specialized milestone-based cost structure, if you so choose!
- Tasks - track all the nitty gritty details of your work! Sort them into Milestones to better organize your work.
- Invoices - this database does the calculation work for you! Enter your project, and hours worked or milestones to invoice, and the database does the rest.
- Documents - keep track of housekeeping like SOWs, contracts, business plans, and core deliverables like Figma files and other design artifacts.
- Case studies - if you're a designer, it's wise to start collecting artifacts as soon as you start the project! Build out your case study content here.

This comprehensive dashboard brings all aspects of your projects into one organized place. It helps bring all relevant information and tasks to the dashboard, so you don't have to dig to find it!